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Comprehensive Financial Planning, Inc./PA: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Comprehensive Financial Planning, Inc./PA on AMZN, newest first. How the timeline and the estimate are built.

Comprehensive Financial Planning, Inc./PA held 13,256 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,256 shares
    Change vs previous 13F -50 shares

    1.68% of the 13F portfolio, value $3,159,435.

    13F-HR 0002044855-26-000003 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,306 shares
    Change vs previous 13F -400 shares

    1.92% of the 13F portfolio, value $2,771,240.

    13F-HR 0002044855-26-000002 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,706 shares
    Change vs previous 13F +352 shares

    2.09% of the 13F portfolio, value $3,163,618.

    13F-HR 0002044855-26-000001 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,354 shares
    Change vs previous 13F +143 shares

    2.01% of the 13F portfolio, value $2,932,138.

    13F-HR 0002044855-25-000008 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,211 shares
    Change vs previous 13F +229 shares

    2.28% of the 13F portfolio, value $2,898,361.

    13F-HR 0002044855-25-000006 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,982 shares
    Change vs previous 13F +544 shares

    2.4% of the 13F portfolio, value $2,469,955.

    13F-HR 0002044855-25-000005 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,438 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,728,773.

    13F-HR 0002044855-25-000001 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).